USAAX vs. VUG

In the year-to-date period, USAAX achieves a -5.66% return, which is significantly lower than VUG's -5.03% return. Over the past 10 years, USAAX has underperformed VUG with an annualized return of 3.88%, while VUG has yielded a comparatively higher 14.80% annualized return.

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USAAX has a 0.84% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current USAAX Sharpe Ratio is 0.25, which is lower than the VUG Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of USAAX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USAAX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.50%.

The maximum USAAX drawdown since its inception was -67.51%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for USAAX and VUG. For additional features, visit the drawdowns tool.

USAA Growth Fund (USAAX) and Vanguard Growth ETF (VUG) have volatilities of 16.54% and 16.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.